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Pinnacle Wealth Planning Services’s Regency Centers REG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.3K Sell
1,259
-6
-0.5% -$447 0.01% 827
2025
Q4 		$87.3K Buy
+1,265
New +$88.7K 0.01% 854
2021
Q1 		– Sell
-65
Closed -$3K – 1586
2020
Q4 		$3K Buy
+65
New +$2.8K ﹤0.01% 1848

Other funds holding REG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pinnacle Wealth Planning Services's REG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Regency Centers (REG) stake by 0.47% in Q1 2026, selling an estimated $447 and leaving 1,259 shares worth $95.3K. The position accounts for 0.01% of the portfolio, ranked #827.

Pinnacle Wealth Planning Services first reported a position in REG in Q4 2020 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,259 shares of Regency Centers worth $95.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 6 Regency Centers shares in Q1 2026, an estimated $447.
  • Regency Centers made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #827 holding.
  • Pinnacle Wealth Planning Services first reported a position in Regency Centers in Q4 2020 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.